When most people hear the term "estate planning, they typically think of their Will. While a valid Will is a fundamental component of any estate plan, there are several other elements that must be considered.

  • Valid and current Wills for all adults in the family
  • Different types of power of attorney for all adults in the family
  • Evaluation of insurance coverage
  • Ownership structure (i.e. the use of Joint Tenancy agreements)
  • Planning for incapacity
  • Advanced estate planning opportunities (i.e. the use of Living Trusts)
  • Taxes at death
  • Planned gifting
  • Pre-planned funeral arrangements
  • International estate structures

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family.

Contact us today to arrange a meeting with John Vidas and our Will & Estate Consultants. We would be happy to explore your estate planning requirements with you.